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Jonathan Dan Holmes

J.P. Morgan Securities LLC

Salt Lake City, UT

CRD 7847606

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-02-26
TX RA APPROVED 2024-02-23
  • UT RA
    APPROVED
    Since 2024-02-26
  • TX RA
    APPROVED
    Since 2024-02-23

Branch Locations

201 S Main St Floor 13, Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Salt Lake City UT 01/2016 Present
J.P. Morgan Securities Llc Salt Lake City UT 12/2023 Present
  • 01/2016 → Present
    Jpmorgan Chase Bank, N.A.
    Salt Lake City, UT
  • 12/2023 → Present
    J.P. Morgan Securities Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23
Other Names
  • Jonathan Jonathan

View on SEC IAPD

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MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
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Nearby Offices

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LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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